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LinePoint Partners & Co. Welcomes Chief Marketing Officer, Lauren Colonna, and Announces Cooper Rey and Anton Marinchik as Independent Advisory Members to its Executive Committee

LinePoint (PRNewsfoto/LinePoint Partners & Co.)

News provided by

LinePoint Partners & Co.

May 23, 2025, 14:08 ET

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New executive committee and advisory appointments underscore LinePoint's commitment to operational excellence and its mission to deliver strategic human capital and insights to affiliates of its family office platform

NEW YORK, May 22, 2025 /PRNewswire/ -- LinePoint Partners & Co. ("LinePoint"), a family office firm offering a sophisticated platform and affiliation model for ultra-high-net-worth (UHNW) breakaway advisors and single family office (SFO) executives, today announced the appointment of three new leaders to its executive team. Lauren Colonna joins as Chief Marketing Officer and advisory member of LinePoint's Executive Committee, while Cooper Rey and Anton Marinchik both join as independent advisory members to its Executive Committee. Together, they bring decades of industry leadership and specialized expertise that include senior roles held at Monroe Capital, Goldman Sachs, Sanctuary Wealth, and Morgan Stanley.

Lauren Colonna, Chief Marketing Officer and Member of Executive Committee

As Chief Marketing Officer, Lauren Colonna will lead all facets of marketing communications, brand development, digital engagement, and public relations strategy for LinePoint and its affiliates. Lauren is also a member of LinePoint's Executive Committee. With over 25 years of marketing and branding experience across financial services, including roles at Morgan Stanley, Prudential Financial and as Chief Marketing Officer of Sanctuary Wealth, Lauren brings a deep understanding of both the advisor and family office landscape. Concurrently, she will continue to serve as the Founder/Managing Partner of Ovis Creative – a strategic partner of LinePoint – recognized for building leading brands among the most respected alternative asset managers, wealth advisors, family offices and institutional financial service firms in the industry.

"LinePoint has introduced a new level of access and sophistication previously unavailable to breakaway advisors serving multigenerational wealth. Their family office resources, strategic partnerships, and institutional capabilities enable these advisors to successfully transition to an independent model and compete in the UHNW segment alongside top private banks and major institutions," said Colonna. "I am excited to help shape a brand that reflects the strength of this platform and its pioneering affiliation model, purpose-built for top performing financial advisors and SFO executives." 

Cooper Rey, Independent Advisory Member to the Executive Committee

Cooper Rey will serve as an Independent Advisory Member of LinePoint's Executive Committee. Cooper currently serves as Managing Director and Head of Strategy for Monroe Capital's Wealth Management Solutions group where he works with firms across the wealth management landscape to provide alternative investment solutions to meet the evolving needs of HNW and UHNW clients. Mr. Rey joined Monroe after 17 years at Goldman Sachs, where he served as Managing Director and spearheaded the formation of and led RIA custody and capital markets solutions for RIAs and family office clients within Goldman's Global Banking and Markets (GBM) division. Previously, he held a range of senior roles across structured product distribution and trading services.

"Over the years, I've been fortunate to have come across many platforms designed to support advisor independence—but none with the caliber and profile of LinePoint," said Rey. "Their offering is not just broad in disciplinary scope, but also deeply specialized in areas that matter most for advisors managing large client relationships in excess of $30M."

Anton Marinchik, Independent Advisory Member to the Executive Committee

Anton Marinchik will also serve as an Independent Advisory Member to the Executive Committee. Anton currently serves as Director of Business Development at Monroe Capital's Wealth Management Solutions group where he works directly with CIOs, principals and senior advisors on alternative investment solutions. Formerly Vice President and Head of RIA Capital Markets at Goldman Sachs, he led efforts to deliver institutional market access and investment solutions to independent wealth managers nationwide. He also represented Goldman Sachs Custody Solutions, delivering institutional custody services to the wealth channel.

"The term 'family office' is often overused in the RIA marketplace—and has lost some of its meaning," said Marinchik. "What distinguishes LinePoint is the fact that it is a true family office. Their proven track record managing their own generational wealth, and their authentic alignment to the needs of ultra-wealthy clients, fosters a genuine credibility, comfort and community for the advisors who affiliate with them."

Robertino Coury, LinePoint's Founder and CEO stated "I am excited to welcome Lauren, Cooper, and Anton, who together represent a rare blend of institutional leadership and entrepreneurial vision, which makes them uniquely qualified to help shape the future of LinePoint and its partnering affiliates. Their collective experience will be invaluable as we continue to build a world-class family office platform for UHNW advisors and SFO executives." The Executive Committee of LinePoint serves as a key active resource to affiliating breakaway advisors and SFO executives, providing guidance on complex matters that arise and helping them navigate critical inflection points in the growth of their businesses and their clients.

To learn more about LinePoint and its affiliation model, visit www.linepointpartners.com.

About LinePoint Partners & Co.

Founded in 2024, LinePoint Partners & Co. is a privately held family office firm that redefines how ultra-high-net-worth (UHNW) financial advisors and single family office (SFO) executives can independently operate and grow their practices with an institutional-grade platform, purpose-built to service them and the evolving needs of their ultra-wealthy clientele. LinePoint's first-of-its-kind affiliation model enables breakaway financial advisors to retain full ownership of their client relationships and revenue payouts while accessing best-in-class infrastructure, investment opportunities, and strategic resources. The firm also provides single family office executives with an operating platform designed to enhance their capabilities, improve tax efficiency, reduce costs, and streamline complex financial and administrative functions. LinePoint has cultivated an integrated network of leading institutional partners and introduces a co-sourcing model that blends in-house expertise with access to top-tier external talent and firms. Unlike traditional wealth management firms or multifamily offices, LinePoint is solely focused on serving its affiliating advisors and SFO executives. To learn more, visit www.linepointpartners.com.

Media Contact:
Zachary Allegretti II | JConnelly
[email protected]
973.850.7341

SOURCE LinePoint Partners & Co.

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